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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
5151Ghe, LLCTN$240.67M55-20.3%
5152Daily Journal CorpCA$240.67M4-13.0%
5153Foronjy Financial LLCCA$240.56M97+0.4%
5154Advisortrust Partners, LLCNC$240.44M255+5.6%
5155Carolina Wealth Advisors, LLCSC$240.14M278+7.0%
5156Hengistbury Investment Partners LLPUnited Kingdom$240.11M3+7.8%
5157Qtr Family Wealth, LLCFL$240.09M287+5.7%
5158Dmkc Advisory Services, LLCIA$240.08M84+5.4%
5159Bay Rivers GroupVA$240.05M109-2.9%
5160Groupe Bruxelles LambertBelgium$240.05M1-34.2%
5161Mainsail Financial Group, LLCWA$240.02M62-0.2%
5162Paces Ferry Wealth Advisors, LLCGA$239.98M127-2.6%
5163Ttp Investments, Inc.CA$239.83M34-21.6%
5164Ironwood Investment Management LLCMA$239.81M179+0.8%
5165Wmg Financial Advisors, LLCTN$239.73M100-1.2%
5166Smartharvest Portfolios, LLCWA$239.71M387-16.7%
5167Cadence Wealth Management LLCMA$239.70M58+15.7%
5168Mb, Levis & Associates, LLCPA$239.68M234+0.9%
5169Strategic Investment Management, LLCVA$239.46M14+21.4%
5170Boyum Wealth Architects LLCMN$239.35M73+11.9%
5171New England Professional Planning Group Inc.RI$239.26M49+0.3%
5172Hf Capital, LLCTN$239.21M5+42.7%
5173Gunderson Capital Management LLCSC$239.17M46+7.8%
5174Mendel Money ManagementIL$239.00M137+0.0%
5175Myecfo, LLCCA$239.00M66+1.4%
5176Forefront Wealth Partners, LLCTX$238.92M162+13.1%
5177Jbr Co Financial Management IncOK$238.86M1200.0%
5178Pfizer IncNY$238.78M18+1.0%
5179Dow Chemical Co /De/MI$238.77M5+16.4%
5180Orange County Employees Retirement SystemCA$238.76M2+24.4%
5181Capstone Wealth Management Group, LLCPA$238.75M97+0.1%
5182Mechanics Financial CorpOH$238.70M232-11.9%
5183Torrey Growth & Income AdvisorsCA$238.64M110-17.0%
5184Genesee Capital Advisors, LLCNY$238.64M138-4.0%
5185Saraza Management, LPNY$238.61M20-7.9%
5186Cascades Capital Asset Management, LLCNC$238.60M158-0.1%
5187Wealth Watch Advisors, IncCO$238.56M108-11.5%
5188Wealth Advisors Northwest LLCOR$238.43M57+5.7%
5189Verity Asset Management, Inc.NC$238.38M213+2.3%
5190Mine & Arao Wealth Creation & Management, LLC.CA$238.32M75-6.7%
5191Simplifi, Inc.CA$238.18M43+0.8%
5192Red Tortoise LLCGA$238.12M587+2.2%
5193Gallatin Point Capital LLCCT$238.08M2-18.8%
5194InvestrustOK$237.98M91-8.0%
5195Cable Car Capital, LPCA$237.84M126-84.7%
5196Gpm Growth Investors, Inc.MI$237.82M41-7.3%
5197Archer Investment Management, LLCTX$237.72M108+27.9%
5198St. Johns Investment Management Company, LLCFL$237.67M193-0.9%
5199Cnb BankPA$237.67M522-2.7%
5200Values Added Financial LLCDC$237.66M134+0.3%

Showing 5,151–5,200 of 8,643

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